NASH FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
NASH FOUNDATION (EIN 41-6019142)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-02-14
IRS object ID
201920459349100517
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-02-14T13:26:36-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN416019142EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Nash FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Mr Michael AtwoodInCareOfNm
Business Name ControlNASHBusinessNameControlTxt
Phone6129290916PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18088 Savanna Valley WayAddressLine1Txt
CityVictoriaCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55386ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL ATWOODPersonNm
Person TitlepresidentPersonTitleTxt
Phone6129290916PhoneNum
Signature2019-02-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520190455000003FederalOriginalSubmissionId
Federal Original Submission Id2019-02-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id54CCAE8F7BC02385263C2CCCA723B6609AD4C170AtSubmissionCreationDeviceId
At Submission Filing Device Id0C5E5A4654C1C37B4810F575F1A1D05F0CA21AEDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,957,391FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$399InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$399InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$97,489DividendsRevAndExpnssAmt
Dividends Net Invst Incm$95,564DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$37,272NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$225,146GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,272CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$626OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$626OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$135,786TotalRevAndExpnssAmt
Total Net Invst Incm$133,861TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$3,791CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$3,791CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$890OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$890OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$800TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$6,116TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$6,116TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$33,831OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$122OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$33,709OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$45,428TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$122TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$44,506TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$172,261ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$172,261ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$217,689TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$122TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$216,767TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$81,903ExcessRevenueOverExpensesAmt
Net Investment Income$133,739NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$249,398SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$303,871SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$303,871SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$160,156USGovernmentObligationsBOYAmt
US Government Obligations EOY$162,938USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$167,103USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,446,211CorporateStockBOYAmt
Corporate Stock EOY$3,407,975CorporateStockEOYAmt
Corporate Stock EOYFMV$4,486,417CorporateStockEOYFMVAmt
Corporate Bonds BOY$100,922CorporateBondsBOYAmt
Total Assets BOY$3,956,687TotalAssetsBOYAmt
Total Assets EOY$3,874,784TotalAssetsEOYAmt
Total Assets EOYFMV$4,957,391TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,956,687RetainedEarningBOYAmt
Retained Earning EOY$3,874,784RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,956,687TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,874,784TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,956,687TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,874,784TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,956,687TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$81,903ExcessRevenueOverExpensesAmt
Subtotal$3,874,784SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,874,784TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$225,146GrossSalesPriceAmt
Cost Or Other Basis$187,874CostOrOtherBasisAmt
Gain Or Loss$37,272GainOrLossAmt
Gains Minus Excess Or Losses$37,272GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$37,272CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$206,336AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,441,266NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046459DistributionYr1Rt
Adjusted Qlfy Distri Yr2$216,275AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,213,671NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051327DistributionYr2Rt
Adjusted Qlfy Distri Yr3$192,270AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,454,328NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043165DistributionYr3Rt
Adjusted Qlfy Distri Yr4$204,309AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,361,141NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046848DistributionYr4Rt
Adjusted Qlfy Distri Yr5$162,672AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,985,977NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.040811DistributionYr5Rt
Total Distribution0.22861TotalDistributionRt
Average Distribution0.045722AverageDistributionRt
Net Vl Noncharitable Assets$4,858,839NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$222,156AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,337NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$223,493AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$216,767QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,675InvestmentIncomeExciseTaxAmt
Subtotal$2,675SubtotalAmt
Tax Based On Investment Income$2,675TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,375EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$300ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,675TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Mr Michael AtwoodBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6129290916PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 SILVERSIDE ROAD SUITE 123AddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Barbara Atwood
8088 Savanna Valley WayVictoriaMN55386Board Member1.0$0$0$0
Gabrielle Atwood
8088 Savanna Valley WayVictoriaMN55386Board Member / VP1.0$0$0$0
Michael Atwood
8088 Savanna Valley WayVictoriaMN55386Board Member / Pres1.0$3,791$0$0
Nicolas Atwood
8088 Savanna Valley WayVictoriaMN55386Board Member1.0$0$0$0
Brooke Bailey
8088 Savanna Valley WayVictoriaMN55386Board Member1.0$0$0$0
John Brautigam
8088 Savanna Valley WayVictoriaMN55386Board Member / Sec1.0$0$0$0
Jocelyn Lister Koenig
8088 Savanna Valley WayVictoriaMN55386Board Member1.0$0$0$0
Victoria C Lanyon
8088 Savanna Valley WayVictoriaMN55386Board Member1.0$0$0$0
Jeffrey Pierce Norton Jr
8088 Savanna Valley WayVictoriaMN55386Board Member1.0$0$0$0
Alyson Nash Tocho
8088 Savanna Valley WayVictoriaMN55386Board Member1.0$0$0$0
Cynthia N Tocho III
8088 Savanna Valley WayVictoriaMN55386Board Member / Treas1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,635,990AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$296,841AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,932,831TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,932,831AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$73,992CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,858,839NetVlNoncharitableAssetsAmt
Minimum Investment Return$242,942MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$242,942MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,675TaxBasedOnInvestmentIncomeAmt
Total Tax$2,675TotalTaxAmt
Distributable Before Adj$240,267DistributableBeforeAdjAmt
Distributable Before Ded$240,267DistributableBeforeDedAmt
Distributable As Adjusted$240,267DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$216,767ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$216,767QualifyingDistributionsAmt
Adjusted Qualifying Distri$216,767AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$240,267DistributableAsAdjustedAmt
Undistributed Income PY$207,446UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Qualifying Distributions$216,767QualifyingDistributionsAmt
Applied To Year1$207,446AppliedToYear1Amt
Applied To Current Year$9,321AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$230,946UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AAVI INC
3310 US HWY 301 NELLENTONFL34222N/APCGeneral & Unrestricted$500
ACEQUIA MADRE PTC INC
700 ACEQUIA MADRESANTA FENM87505N/APCGeneral & Unrestricted$1,500
ALIVE & KICKIN
1015 4TH AVE N STE 205MINNEAPOLISMN55405N/APCGeneral & Unrestricted$12,500
AMERICAN CIVIL LIBERTIES UNION OF MAINE FOUNDATION
121 MIDDLE ST STE 303PORTLANDME04101N/APCGeneral & Unrestricted$90
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVE NWWASHINGTONDC20016N/APCDavid Hirschmann International Development Scholarship Fund$200
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVE NWWASHINGTONDC20016N/APCDavid Hirschmann International Development Scholarship Fund$1,000
AMNESTY INTERNATIONAL OF THE USA INC
5 PENN PLZ 16TH FLNEW YORKNY10001N/APCGeneral & Unrestricted$400
AUDUBON CANYON RANCH INC
4900 SHORELINE HWY 1STINSON BEACHCA94970N/APCGeneral & Unrestricted$250
AVENUES FOR HOMELESS YOUTH
1708 OAK PARK AVE NMINNEAPOLISMN55411N/APCGeneral & Unrestricted$500
BLAKE SCHOOL
110 BLAKE RD SHOPKINSMN55343N/APCGeneral & Unrestricted$600
BOTTOM LINE INC
500 AMORY ST STE 3BOSTONMA02130N/APCWorcester Office Division$500
BROOKLYN BOTANIC GARDEN CORPORATION
1000 WASHINGTON AVEBROOKLYNNY11225N/APCGeneral & Unrestricted$250
BROTHERHOOD OF MEN MENTOR GROUP INC
PO BOX 51891SARASOTAFL34232N/APCGeneral & Unrestricted$200
CANCER SUPPORT COMMUNITY SAN FRANCISCO BAY AREA
3276 MCNUTT AVEWALNUT CREEKCA94597N/APCGeneral & Unrestricted$500
CAPITAL PUBLIC RADIO INC
7055 FOLSOM BLVDSACRAMENTOCA95826N/APCGeneral & Unrestricted$250
CHILDRENS MIRACLE NETWORK
205 W 700 SSALT LAKE CTYUT84101N/APCGeneral & Unrestricted$500
COMPASSION INTERNATIONAL INCORPORATED
12290 VOYAGER PKWYCOLORADO SPRINGSCO80997N/APCGeneral & Unrestricted$400
DEMOCRATIC SOCIALISTS OF AMERICA FUND INC
75 MAIDEN LN STE 702NEW YORKNY10038N/APCBoston DSA Division$200
ECOLOGY EDUCATION INC
8 MORRIS AVE BLDG ONESACOME04072N/APCGeneral & Unrestricted$125
EMERGENCY MEDICAL ASSISTANCE INC
PO BOX 33552PALM BCH GDNSFL33420N/APCGeneral & Unrestricted$75
ENVIRONMENTAL INITIATIVE
211 N 1ST ST STE 250MINNEAPOLISMN55401N/APCGeneral & Unrestricted$2,000
EPISCOPAL RELIEF AND DEVELOPMENT
PO BOX 7058MERRIFIELDVA22116N/APCGeneral & Unrestricted$500
FOOD EMPOWERMENT PROJECT
PO BOX 7322COTATICA94931N/APCGeneral & Unrestricted$500
FRESH AIR FUND
633 3RD AVENEW YORKNY10017N/APCGeneral & Unrestricted$150
GOVERNOR DUMMER ACADEMY
1 ELM STBYFIELDMA01922N/APCGeneral & Unrestricted$250
GRAND FORKS COUNTY HISTORICAL SOCIETY
PO BOX 5095GRAND FORKSND58206N/APCGeneral & Unrestricted$2,250
GREAT RIVER GREENING
251 STARKEY ST STE 2200SAINT PAULMN55107N/APCGeneral & Unrestricted$25,000
GREATER PORTLAND IMMIGRANT WELCOME CENTER
24 PREBLE ST 3RD FLPORTLANDME04101N/APCGeneral & Unrestricted$1,000
GUARDIAN AD LITEM FOUNDATION OF TAMPA BAY INC
14250 49TH ST N STE 4000CLEARWATERFL33762N/APCGeneral & Unrestricted$3,000
HEALING JOURNEYS
PO BOX 221417SACRAMENTOCA95822N/APCGeneral & Unrestricted$200
HENNEPIN HISTORY MUSEUM
2303 3RD AVE SMINNEAPOLISMN55404N/APCGeneral & Unrestricted$2,000
HIGH ATLAS FOUNDATION
332 BLEECKER STNEW YORKNY10014N/APCGeneral & Unrestricted$200
HISPANIC FEDERATION INC
55 EXCHANGE PL 5TH FLNEW YORKNY10005N/APCGeneral & Unrestricted$100
HOPE SEEDS INC
4501 MANATEE AVE W RM 161BRADENTONFL34209N/APCGeneral & Unrestricted$200
INTERNATIONAL ACADEMY OF FINE ART
888 NEWARK AVEJERSEY CITYNJ07306N/APCGeneral & Unrestricted$1,500
INTERNATIONAL JUSTICE MISSION
PO BOX 96961WASHINGTONDC20090N/APCGeneral & Unrestricted$900
INTERNATIONAL RESCUE COMMITTEE INC
122 E 42ND ST 12TH FLNEW YORKNY10168N/APCGeneral & Unrestricted$600
JEREMIAH PROGRAM
615 1ST AVE NE STE 210MINNEAPOLISMN55413N/APCGeneral & Unrestricted$15,000
JUDICIAL WATCH INC
425 3RD ST SW STE 800WASHINGTONDC20024N/APCGeneral & Unrestricted$1,200
LAGUNA DE SANTA ROSA FOUNDATION
900 SANFORD RDSANTA ROSACA95401N/APCGeneral & Unrestricted$500
LUTHER COLLEGE
700 COLLEGE DRDECORAHIA52101N/APCGeneral & Unrestricted$65
MACALESTER COLLEGE
1600 GRAND AVESAINT PAULMN55105N/APCGeneral & Unrestricted$50
MEDECINS SANS FRONTIERES USA INC
40 RECTOR ST 16TH FLNEW YORKNY10006N/APCGeneral & Unrestricted$600
MINNESOTA PUBLIC RADIO
480 CEDAR STSAINT PAULMN55101N/APCGeneral & Unrestricted$85
MINNESOTA STATE UNIVERSITY MANKATO FOUNDATION INCO
236 WIGLEY ADMINISTRATION CTRMANKATOMN56001N/APCGeneral & Unrestricted$500
MOGOLLON SPORTING ASSOCIATION INC
PO BOX 1662PAYSONAZ85547N/APCGeneral & Unrestricted$1,500
MORAVIAN CARE MINISTRIES
501 N OAK STCHASKAMN55318N/APCAuburn Homes Division$800
MUTTS WITH A MISSION
PO BOX 4147SUFFOLKVA23439N/APCGeneral & Unrestricted$1,000
MYHEALTH FOR TEENS AND YOUNG ADULTS INC
15 8TH AVE SHOPKINSMN55343N/APCGeneral & Unrestricted$500
NATIONAL AUDUBON SOCIETY INC
225 VARICK ST 7TH FLNEW YORKNY10014N/APCGeneral & Unrestricted$500
NATIONAL DANCE INSTITUTE NEW MEXICO INC
1140 ALTO STSANTA FENM87501N/APCGeneral & Unrestricted$250
NEW YORK PUBLIC RADIO
160 VARICK STNEW YORKNY10013N/APCGeneral & Unrestricted$300
NICHOLS SCHOOL OF BUFFALO
1250 AMHERST STBUFFALONY14216N/APCGeneral & Unrestricted$200
NORMANDALE EVANGELICAL LUTHERAN CHURCH OF EDINA
6100 NORMANDALE RDEDINAMN55436N/APCGeneral & Unrestricted$250
PAUSE 4 PAWS
4205 XENIUM LN NPLYMOUTHMN55442N/APCGeneral & Unrestricted$200
PEOPLE PLUS
35 UNION STBRUNSWICKME04011N/APCTeen Center Program$4,000
PET PROJECT
3755 BOOMINGTON AVE SMINNEAPOLISMN55407N/APCGeneral & Unrestricted$100
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAMS ST 10TH FLNEW YORKNY10038N/APCGeneral & Unrestricted$300
PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DA
671 VANDALIA STSAINT PAULMN55114N/APCGeneral & Unrestricted$12,150
PROSPECT PARK ALLIANCE INC
95 PROSPECT PARK WBROOKLYNNY11215N/APCGeneral & Unrestricted$575
RBC MINISTRIES
3000 KRAFT AVE SEGRAND RAPIDSMI49512N/APCGeneral & Unrestricted$150
ROSENBERG FUND FOR CHILDREN INC
116 PLEASANT ST STE 348EASTHAMPTONMA01027N/APCGeneral & Unrestricted$1,000
SALVATION ARMY
2445 PRIOR AVE NROSEVILLEMN55113N/APCGeneral & Unrestricted$500
SARASOTA MEDICAL PREGNANCY CENTER INC
1762 HAWTHORNE ST STE 5SARASOTAFL34239N/APCGeneral & Unrestricted$200
SHATTUCK-ST MARYS SCHOOLS
1000 SHUMWAY AVEFARIBAULTMN55021N/APCGeneral & Unrestricted$300
SHELBURNE FARMS
1611 HARBOR RDSHELBURNEVT05482N/APCGeneral & Unrestricted$2,000
SOJOURNS COMMUNITY CLINIC INC
4923 US RTE 5WESTMINSTERVT05158N/APCGeneral & Unrestricted$200
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104N/APCGeneral & Unrestricted$50
ST CROIX RIVER ASSOCIATION
PO BOX 655ST CROIX FLSWI54024N/APCGeneral & Unrestricted$700
ST PAUL ACADEMY AND SUMMIT SCHOOL
1712 RANDOLPH AVESAINT PAULMN55105N/APCGeneral & Unrestricted$500
THE CEDAR CULTURAL CENTER INC
416 CEDAR AVE SMINNEAPOLISMN55454N/APCThe Cedar's 29th Season$12,500
THE EMILY PROGRAM FOUNDATION
2265 COMO AVEST PAULMN55108N/APCGeneral & Unrestricted$2,000
THE EXUMA FOUNDATION
5885 LANDERBROOK DR STE 300MAYFIELD HEIGHTSOH44124N/APCGeneral & Unrestricted$400
THE SOCIETY OF THE COMPANIONS OF THE HOLY CROSS
46 ELM STBYFIELDMA01922N/APCGeneral & Unrestricted$1,000
THE YOUTH SCIENCE INSTITUTE
296 GARDEN HILL DRLOS GATOSCA95032N/APCGeneral & Unrestricted$1,500
UNIVERSITY OF SOUTHERN CALIFORNIA
3551 TROUSDALE PKWY ATT CENTER T2LOS ANGELESCA90089N/APCGeneral & Unrestricted$250
UNIVERSITY OF SOUTHERN MAINE FOUNDATION
96 FALMOUTH STPORTLANDME04103N/APCGeneral & Unrestricted$696
URBAN BOATBUILDERS INC
2288 UNIVERSITY AVE WSAINT PAULMN55114N/APCApprenticeship Program$25,000
URBAN SQUASH TWIN CITIES
123 HARVARD ST SE NO 144MINNEAPOLISMN55455N/APCGeneral & Unrestricted$5,500
VEAP INC
9600 ALDRICH AVE SBLOOMINGTONMN55420N/APCGeneral & Unrestricted$250
VERMONT FOODBANK
33 PARKER RDBARREVT05641N/APCGeneral & Unrestricted$300
VISION LOSS RESOURCES INC
1936 LYNDALE AVE SMINNEAPOLISMN55403N/APCGeneral & Unrestricted$2,000
VOCALESSENCE
1900 NICOLLET AVEMINNEAPOLISMN55403N/APCGeneral & Unrestricted$1,300
WASATCH ACADEMY
120 S 100 WMT PLEASANTUT84647N/APCGeneral & Unrestricted$250
WAYZATA HISTORICAL SOCIETY
402 LAKE ST EWAYZATAMN55391N/APCGeneral & Unrestricted$2,000
WESLEYAN UNIVERSITY
237 HIGH STMIDDLETOWNCT06459N/APCGeneral & Unrestricted$100
WILLIAMS COLLEGE
75 PARK STWILLIAMSTOWNMA01267N/APCGeneral & Unrestricted$3,600
WILLOWIND THERAPEUTIC RIDING CENTER INC
1140 STATE HWY 3BAR HARBORME04609N/APCGeneral & Unrestricted$3,000
WINDSOR PUBLIC LIBRARY
43 STATE STWINDSORVT05089N/APCGeneral & Unrestricted$500
YOUTHLINK
41 N 12TH STMINNEAPOLISMN55403N/APCGeneral & Unrestricted$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$172,261TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$399ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$97,489ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$37,272ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCLASS ACTION LAWSUIT PROCEEDSDesc
Exclusion01ExclusionCd
Exclusion$626ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$135,786ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$135,786TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB INTRNTNL EQ$853,483$927,581
SCHWAB US BROAD MARKET$2,058,707$3,068,337
USD SCHWAB US AGGREGATE BOND$495,785$490,499

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$109,785USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$116,930USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$53,153StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$50,173StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$33,133$33,133
Bank Charges$122$122
OFFICE SUPPLIES$49$49
State or Local Filing Fees$25$25
Website Hosting/Support$87$87
DIGITAL SUBSCRIPTION FEES$415$415

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescClass Action Lawsuit ProceedsDesc
Revenue And Expenses Per Books$626RevenueAndExpensesPerBooksAmt
Net Investment Income$626NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryDOC & PHOTO ARCHIVAL SERVICESCategoryTxt
Amt$890Amt
Disbursements Charitable Prps$890DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2018CategoryTxt
Amt$800Amt

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